Senior Associate, Advisory Services - Employee Stock Ownership Plan

Responsibilities

• Develop and analyze financial models to support ESOP feasibility, valuation, and transaction structuring
• Apply valuation methodologies including Discounted Cash Flow (DCF), Public Comparables, and Capitalized Earnings to assess company value
• Spread and normalize historical financial statements, adjusting for non-recurring or extraordinary items in accordance with GAAP
• Perform variance analysis, risk assessments, and forecasting to refine financial projections and transaction assumptions
• Prepare clear, professional, and client-ready deliverables that articulate company performance, valuation conclusions, and market trends
• Support all phases of ESOP transactions, including coordination with lenders, legal counsel, trustees, and other stakeholders
• Partner with legal teams to ensure ESOP transactions align with regulatory requirements and organizational objectives
• Collaborate with project managers and senior leadership to maintain efficient workflows, timelines, and information sharing
• Leverage valuation expertise across a variety of client engagements supporting ESOP-driven succession planning initiatives

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• 2+ years of experience in ESOP financial feasibility modeling, valuation, or related transaction work
• Strong proficiency in financial modeling and valuation methodologies, including DCF analysis
• Advanced Microsoft Excel skills and experience with financial analysis tools
• Strong analytical skills with exceptional attention to detail
• Highly organized with the ability to manage multiple priorities and complex projects in a deadline-driven environment
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly to clients and internal stakeholders
• Client-centric, team-oriented mindset with strong problem-solving capabilities
• Direct experience supporting ESOP transactions, valuations, or related financial engagements preferred
• Certified Valuation Analyst (CVA), CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), or equivalent license preferred
• Working knowledge of ERISA regulations as they relate to Employee Stock Ownership Plans preferred
• Familiarity with ESOP-specific compliance and regulatory requirements preferred
• Background in commercial banking, particularly ESOP-related lending and financing structures preferred

Benefits

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.